Brookfield Perspectives Deal Debrief: Data4
Sep 26, 2025
Ricard Boada, Senior Vice President at Brookfield, dives into the booming world of AI infrastructure and the strategic investment in Data4, Europe's leading hyperscale data center developer. He explores the surge in AI compute demand post-GPT and how Brookfield is addressing Europe's sovereign compute gap. Ricard shares insights on the critical components for thriving AI infrastructure, including power and scaling capital, while discussing Brookfield's role in forming partnerships for local AI factories. An enlightening look at the future of data centers!
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AI Infrastructure Is A New Infrastructure Class
- AI infrastructure is a new category distinct from traditional digital infrastructure with its own value chain and requirements.
- Brookfield sees a multi-decade, multi-trillion-dollar build-out driven by compute, power, and capital needs.
Data4 Acquisition Story
- Brookfield acquired Data4 in March 2023 and positioned it as Europe's leading hyperscale data center developer.
- At acquisition, Data4 operated 35 data centers and served hyperscalers like Microsoft, Amazon, and Google.
Why Data4 Was A Strategic Buy
- Data4 had strong fundamentals: strategic footprint, high contracted revenue, and top hyperscaler customers.
- Brookfield valued its management team and growth runway when choosing it as a flagship European developer.